AWA
Alaska Wealth Advisors’s Jacobs Solutions J Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
2,309
| – | – | 0.04% | 61 |
|
|
2025
Q1 | $279K | Hold |
2,309
| – | – | 0.04% | 52 |
|
|
2024
Q4 | $309K | Hold |
2,309
| – | – | 0.05% | 52 |
|
|
2024
Q3 | $302K | Buy |
2,309
+50
| +2% | +$6.55K | 0.05% | 56 |
|
|
2024
Q2 | $316K | Hold |
2,259
| – | – | 0.05% | 54 |
|
|
2024
Q1 | $347K | Sell |
2,259
-339
| -13% | -$52.1K | 0.05% | 52 |
|
|
2023
Q4 | $337K | Hold |
2,598
| – | – | 0.06% | 51 |
|
|
2023
Q3 | $355K | Buy |
2,598
+129
| +5% | +$17.6K | 0.06% | 48 |
|
|
2023
Q2 | $294K | Hold |
2,469
| – | – | 0.05% | 51 |
|
|
2023
Q1 | $290K | Hold |
2,469
| – | – | 0.05% | 47 |
|
|
2022
Q4 | $296K | Hold |
2,469
| – | – | 0.05% | 46 |
|
|
2022
Q3 | $268K | Hold |
2,469
| – | – | 0.05% | 50 |
|
|
2022
Q2 | $314K | Buy |
2,469
+26
| +1% | +$3.31K | 0.06% | 43 |
|
|
2022
Q1 | $337K | Buy |
+2,443
| New | +$337K | 0.06% | 40 |
|
|
2019
Q3 | – | Sell |
-5,106
| Closed | -$384K | – | 42 |
|
|
2019
Q2 | $384K | Hold |
5,106
| – | – | 0.04% | 52 |
|
|
2019
Q1 | $384K | Hold |
5,106
| – | – | 0.04% | 52 |
|
|
2018
Q4 | $298K | Hold |
5,106
| – | – | 0.09% | 45 |
|
|
2018
Q3 | $390K | Sell |
5,106
-2,500
| -33% | -$191K | 0.12% | 37 |
|
|
2018
Q2 | $482K | Buy |
+7,606
| New | +$482K | 0.15% | 30 |
|